SharePoint (Modern Sites) - Managing permissions in a SharePoint folder Tutorial

Learn how to manage permissions in a SharePoint folder. Discover ways to protect confidential information and ensure that external users cannot access sensitive documents. Take control of your document security with SharePoint.

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Objectifs :

This video aims to guide viewers on how to manage permissions for a specific folder in SharePoint, ensuring that external visitors cannot access sensitive information stored within that folder.

Chapitres :

  1. Introduction to SharePoint Permissions
    In this section, we will discuss the importance of managing permissions in SharePoint, especially when dealing with sensitive information that should not be accessible to external visitors. Proper permission management helps maintain data security and confidentiality.
  2. Accessing the SharePoint Library
    To begin managing permissions, navigate to the SharePoint site where your documents are stored. Locate the specific library that contains the folder you wish to secure. In this case, we are focusing on the 'client one' folder.
  3. Managing Folder Permissions
    1. Click on the three ellipses (•••) next to the folder name to access additional options. 2. Select 'Manage Access' from the dropdown menu. This will open a panel displaying the current permissions for the folder. 3. In the 'Groups' section, you will see that external visitors currently have a read-only view of the folder.
  4. Removing Access for External Visitors
    To ensure that external visitors cannot view the contents of the folder, follow these steps: - Click on the group that represents the external visitors. - Change their access level by selecting 'Remove direct access.' This action will revoke their ability to view the folder's contents. - Alternatively, if needed, you could grant them edit rights only for this folder, but for this example, we will focus on removing access.
  5. Conclusion
    In just a few clicks, you can effectively manage permissions at the folder level in a SharePoint library. This process is crucial for protecting sensitive information from unauthorized access, particularly from external visitors. By following these steps, you can ensure that your team's documents remain secure.

FAQ :

What is SharePoint used for?

SharePoint is used for collaboration, document management, and storage, allowing teams to work together on projects and share information securely.

How do I manage permissions in SharePoint?

To manage permissions in SharePoint, navigate to the specific folder or file, click on the three ellipses (more options), and select 'Manage Access' to adjust user permissions.

What does read-only access mean?

Read-only access means that users can view the content but cannot make any changes or edits to it.

Can I give different permissions to different users in SharePoint?

Yes, SharePoint allows you to set different permissions for different users or groups, enabling you to control who can view or edit specific content.

What happens if I remove direct access from a folder?

Removing direct access from a folder means that users will no longer be able to access that folder unless you grant them specific permissions.

Quelques cas d'usages :

Managing Client Contracts

When working on contracts for a new client, a team can use SharePoint to store all related documents securely. By managing permissions at the folder level, they can ensure that only authorized team members have access to sensitive information, while external visitors are restricted from viewing any confidential documents.

Collaborative Projects with External Partners

In scenarios where a company collaborates with external partners, SharePoint can be used to create a shared library. By setting specific permissions, the company can allow partners to edit certain documents while keeping other sensitive files hidden, thus maintaining control over proprietary information.

Internal Document Review Process

During an internal review process, teams can utilize SharePoint to manage document access. By applying read-only permissions to certain folders, team members can review documents without the risk of accidental edits, ensuring the integrity of the review process.

Glossaire :

SharePoint

A web-based collaboration platform developed by Microsoft that allows users to store, organize, share, and access information from any device.

permissions

Settings that determine what actions users can perform on a file or folder, such as viewing, editing, or sharing.

folder level

Refers to managing access and permissions specifically for a folder within a file storage system, rather than at the site or library level.

read-only view

A permission setting that allows users to view content without the ability to make any changes or edits.

direct access

The ability for users to access a file or folder without any restrictions or additional permissions.

library

A collection of files and folders in SharePoint that can be organized and managed together.

résultat(s)
00:00:00
Me and my team have been working
00:00:03
on the contracts for a new client.
00:00:06
Everything has been stored in a SharePoint
00:00:08
site in a specific library. The thing is
00:00:11
though this website has visits people
00:00:13
that come from outside of my company.
00:00:16
I would like to make sure that
00:00:18
these people cannot see anything
00:00:20
that we put in this folder.
00:00:22
I'm going to go ahead
00:00:24
and manage permissions at the
00:00:26
folder level in SharePoint. Here
00:00:27
is the folder in question, client one.
00:00:31
In the three ellipses I can just
00:00:35
go to Manage Access. And in groups.
00:00:38
I can see that the visitors of
00:00:40
this website have a read only view.
00:00:43
I'm going to click on it.
00:00:47
And simply change it to remove direct access.
00:00:50
I could also give them an edit right only
00:00:53
on this folder and not the rest of the
00:00:56
site, but for this purpose
00:00:58
today for our example,
00:00:59
let's just remove the direct
00:01:02
access to the visitors.
00:01:04
In just a few clicks I manage
00:01:06
Ermissions at a folder level
00:01:07
in a Clear Point library.

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résultat(s)
00:00:00
Eu e a minha equipa temos trabalhado
00:00:03
sobre os contratos de um novo cliente.
00:00:06
Tudo foi guardado num SharePoint
00:00:08
site numa biblioteca específica. A coisa é
00:00:11
embora este website tenha visitas de pessoas
00:00:13
que vêm de fora da minha empresa.
00:00:16
Gostaria de ter a certeza de que
00:00:18
estas pessoas não conseguem ver nada
00:00:20
que colocamos nesta pasta.
00:00:22
Vou em frente
00:00:24
e gerir permissões no
00:00:26
nível de pasta no SharePoint. Aqui
00:00:27
é a pasta em questão, cliente.
00:00:31
Nas três elipses posso
00:00:35
aceda a Gerir Acesso. E em grupos.
00:00:38
Percebe-se que os visitantes de
00:00:40
este website tem uma visualização apenas para leitura.
00:00:43
Vou clicar nele.
00:00:47
E basta alterá-lo para remover o acesso direto.
00:00:50
Eu também poderia dar-lhes apenas um direito de edição
00:00:53
nesta pasta e não no resto do
00:00:56
site, mas para o efeito
00:00:58
hoje, para o nosso exemplo,
00:00:59
vamos apenas remover o direto
00:01:02
acesso aos visitantes.
00:01:04
Em apenas alguns cliques eu gerencio
00:01:06
Permissões a nível de pasta
00:01:07
numa biblioteca Clear Point.

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résultat(s)
00:00:00
Io e il mio team abbiamo lavorato
00:00:03
sui contratti per un nuovo cliente.
00:00:06
Tutto è stato archiviato in un SharePoint
00:00:08
sito in una libreria specifica. Il fatto è
00:00:11
anche se questo sito web ha visite
00:00:13
che provengono dall'esterno della mia azienda.
00:00:16
Vorrei assicurarmi che
00:00:18
queste persone non possono vedere niente
00:00:20
che abbiamo inserito in questa cartella.
00:00:22
Ho intenzione di andare avanti
00:00:24
e gestisci le autorizzazioni in
00:00:26
a livello di cartella in SharePoint. Qui
00:00:27
è la cartella in questione, quella del cliente.
00:00:31
Nelle tre ellissi posso semplicemente
00:00:35
vai a Gestisci l'accesso. E in gruppo.
00:00:38
Vedo che i visitatori di
00:00:40
questo sito ha una visualizzazione di sola lettura.
00:00:43
Ho intenzione di fare clic su di esso.
00:00:47
E basta cambiarlo per rimuovere l'accesso diretto.
00:00:50
Potrei anche dare loro solo un diritto di modifica
00:00:53
su questa cartella e non sul resto
00:00:56
sito, ma per questo scopo
00:00:58
oggi per il nostro esempio,
00:00:59
rimuoviamo semplicemente il diretto
00:01:02
accesso ai visitatori.
00:01:04
In pochi clic lo gestisco
00:01:06
Autorizzazioni a livello di cartella
00:01:07
in una libreria Clear Point.

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résultat(s)
00:00:00
Я и моя команда работали
00:00:03
над контрактами для нового клиента.
00:00:06
Все сохранено в SharePoint
00:00:08
сайт в определенной библиотеке. Дело в том,
00:00:11
хотя этот сайт посещают люди
00:00:13
которые приходят из-за пределов моей компании.
00:00:16
Я хотел бы убедиться в этом
00:00:18
эти люди ничего не видят
00:00:20
которые мы поместили в эту папку.
00:00:22
Я пойду дальше
00:00:24
и управляйте разрешениями на
00:00:26
на уровне папок в SharePoint. Здесь
00:00:27
это папка, о которой идет речь, клиентская.
00:00:31
В трех эллипсах я могу просто
00:00:35
перейдите в раздел «Управление доступом». И в группах.
00:00:38
Я вижу, что посетители
00:00:40
этот сайт доступен только для чтения.
00:00:43
Я нажму на нее.
00:00:47
И просто измените его, чтобы удалить прямой доступ.
00:00:50
Я также мог бы дать им право только на редактирование
00:00:53
в этой папке, а не в остальной части
00:00:56
сайт, но для этого
00:00:58
сегодня для нашего примера
00:00:59
давайте просто удалим прямое
00:01:02
доступ к посетителям.
00:01:04
Всего за несколько кликов я управляю
00:01:06
Разрешения на уровне папок
00:01:07
в библиотеке Clear Point.

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résultat(s)
00:00:00
Mi equipo y yo hemos estado trabajando
00:00:03
sobre los contratos de un nuevo cliente.
00:00:06
Todo se ha almacenado en un SharePoint
00:00:08
sitio en una biblioteca específica. La cosa es
00:00:11
aunque este sitio web tiene visitas
00:00:13
que vienen de fuera de mi empresa.
00:00:16
Me gustaría asegurarme de que
00:00:18
estas personas no pueden ver nada
00:00:20
que colocamos en esta carpeta.
00:00:22
voy a seguir adelante
00:00:24
y administre los permisos en el
00:00:26
a nivel de carpeta en SharePoint. Aquí
00:00:27
es la carpeta en cuestión, cliente uno.
00:00:31
En las tres elipses puedo simplemente
00:00:35
vaya a Administrar el acceso. Y en grupos.
00:00:38
Puedo ver que los visitantes de
00:00:40
este sitio web tiene una vista de solo lectura.
00:00:43
Voy a hacer clic en él.
00:00:47
Y simplemente cámbielo para eliminar el acceso directo.
00:00:50
También podría darles solo un derecho de edición
00:00:53
en esta carpeta y no en el resto
00:00:56
sitio, pero para este propósito
00:00:58
hoy para nuestro ejemplo,
00:00:59
eliminemos el directo
00:01:02
acceso a los visitantes.
00:01:04
Con solo unos pocos clics, lo consigo
00:01:06
Permisos a nivel de carpeta
00:01:07
en una biblioteca de Clear Point.

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résultat(s)
00:00:00
Ik en mijn team hebben gewerkt
00:00:03
over de contracten voor een nieuwe klant.
00:00:06
Alles is opgeslagen in een SharePoint
00:00:08
site in een specifieke bibliotheek. Het punt is
00:00:11
hoewel deze website bezoekers heeft bezocht
00:00:13
die van buiten mijn bedrijf komen.
00:00:16
Ik wil er zeker van zijn dat
00:00:18
deze mensen kunnen niets zien
00:00:20
die we in deze map hebben geplaatst.
00:00:22
Ik ga mijn gang
00:00:24
en beheer de machtigingen op het
00:00:26
mapniveau in SharePoint. Hier
00:00:27
is de map in kwestie, de map van de klant.
00:00:31
In de drie ellipsen kan ik gewoon
00:00:35
ga naar Beheer toegang. En in groepen.
00:00:38
Ik kan zien dat de bezoekers van
00:00:40
deze website kan alleen worden gelezen.
00:00:43
Ik ga erop klikken.
00:00:47
En verander het gewoon om directe toegang te verwijderen.
00:00:50
Ik zou ze ook alleen een bewerkingsrecht kunnen geven
00:00:53
in deze map en niet in de rest van de
00:00:56
site, maar voor dit doel
00:00:58
vandaag voor ons voorbeeld,
00:00:59
laten we gewoon de directe verwijderen
00:01:02
toegang tot de bezoekers.
00:01:04
Met slechts een paar klikken slaag ik erin
00:01:06
Machtigingen op mapniveau
00:01:07
in een Clear Point-bibliotheek.

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résultat(s)
00:00:00
Ja i mój zespół pracowaliśmy
00:00:03
w sprawie umów na nowego klienta.
00:00:06
Wszystko zostało zapisane w programie SharePoint
00:00:08
Strona w określonej bibliotece. Chodzi o to, że
00:00:11
chociaż ta strona ma odwiedzających ludzi
00:00:13
które pochodzą spoza mojej firmy.
00:00:16
Chciałbym się upewnić, że
00:00:18
Ci ludzie nic nie widzą
00:00:20
które umieściliśmy w tym folderze.
00:00:22
Zamierzam iść naprzód
00:00:24
i zarządzaj uprawnieniami w
00:00:26
poziom folderu w programie SharePoint. Tutaj
00:00:27
to folder, o którym mowa, klient pierwszy.
00:00:31
W trzech elipsach mogę po prostu
00:00:35
Przejdź do Zarządzaj dostępem. I w grupach.
00:00:38
Widzę, że odwiedzający
00:00:40
ta strona ma widok tylko do odczytu.
00:00:43
Zamierzam na nią kliknąć.
00:00:47
I po prostu zmień go, aby usunąć bezpośredni dostęp.
00:00:50
Mógłbym też dać im tylko prawo do edycji
00:00:53
w tym folderze, a nie w pozostałej części
00:00:56
strona, ale w tym celu
00:00:58
Dzisiaj dla naszego przykładu,
00:00:59
po prostu usuńmy bezpośredni
00:01:02
Dostęp do zwiedzających.
00:01:04
Za pomocą kilku kliknięć zarządzam
00:01:06
Ermisje na poziomie folderów
00:01:07
w bibliotece Clear Point.

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résultat(s)
00:00:00
Én és a csapatom dolgoztunk
00:00:03
az új ügyfélre vonatkozó szerződésekről.
00:00:06
Minden tárolt egy SharePoint-ban
00:00:08
webhely egy adott könyvtárban. A dolog az
00:00:11
Bár ez a weboldal látogatott embereket
00:00:13
amelyek a cégemen kívülről származnak.
00:00:16
Szeretném megbizonyosodni arról, hogy
00:00:18
Ezek az emberek nem látnak semmit
00:00:20
amit ebbe a mappába helyeztünk.
00:00:22
Folytatni fogok
00:00:24
és kezelje az engedélyeket a
00:00:26
mappaszint a SharePoint-ban. Itt
00:00:27
a szóban forgó mappa, az ügyfél.
00:00:31
A három ellipszisben csak tudok
00:00:35
lépjen a Hozzáférés kezelése elemre. És csoportokban.
00:00:38
Látom, hogy a látogatók
00:00:40
Ez a weboldal csak olvasható nézettel rendelkezik.
00:00:43
Rákattintok rá.
00:00:47
És egyszerűen változtassa meg a közvetlen hozzáférés eltávolításához.
00:00:50
Csak szerkesztési jogot is adhatnék nekik
00:00:53
ezen a mappában, és nem a többi részén
00:00:56
webhely, de erre a célra
00:00:58
Ma a mi példánknál,
00:00:59
távolítsuk el a közvetlen
00:01:02
Hozzáférés a látogatókhoz.
00:01:04
Csak néhány kattintással kezelem
00:01:06
Emissziók mappa szintjén
00:01:07
egy Clear Point könyvtárban.

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